Stephanie Lourmais, financial advisor Waynesville NC

Stephanie Lourmais

CRD Number: 3111212
Current Firm: A.g.p / Alliance Global Partners

Stephanie Lourmais (CRD# 3111212) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Waynesville, NC and has over 21 years of experience in the finance industry.

Similar Advisors
Robert Baschnagel, financial advisor Waynesville NC
Robert E. Baschnagel
CRD# 5431998
Holcombe & Mcgrath
Similar Advisors
Jennifer Adams, financial advisor Waynesville NC
Jennifer L. Adams
CRD# 4130488
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Joel Adams, financial advisor Waynesville NC
Joel B. Adams
CRD# 1396354
Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
A.g.p. / Alliance Global Partners Boca Raton, FL Apr 2020 - Current < 1
Unemployed Waynesville, NC Jun 2019 - Apr 2020 < 1
Morningstar Properties Charlotte, NC Jun 2018 - Jun 2019 1
The Regency At Pineville Charlotte, NC May 2017 - May 2018 1
Compass Pointe Senior Living Ft. Pierce, FL Apr 2016 - Apr 2017 1
Atria Senior Living Charlotte, NC Jul 2012 - Mar 2016 3
Tradeking Charlotte, NC Apr 2012 - Jul 2012 < 1
Morgan Stanley Smith Barney Palm Beach Gardens, FL Jun 2011 - Mar 2012 < 1
Atria Senior Living Charlotte, NC Mar 2008 - Jun 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Stephanie L. Lourmais
Phone Number: 800-727-7922
Registered State(s):
  • FL
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    933
    MILLIONS
  • Total Number of Accounts
    4,698
    ACCOUNTS
  • Average Account Value
    $198,556
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.